MORGAN STANLEY FIN 0 PFD DUE 05/06/27SUBJ TO XTRO REDEMPTION

Institutions

Combined AUM (Q2 2026)

$26,342

Combined Shares (Q2 2026)

1,500

Overall Trend

No Change

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+1,500

1 · 1 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-1,500

1 · 1 Exit · ≈ —

⚖️ Net

—

Flat

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$26,342

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Financial Gravity Companies, Inc.		<0.01%	—	#1	$26,342	1,500	$0	0	+1,500	New Buy

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow